Financial Adviser
· SOUTHPORT, QLD
Katerina Anne Kimmorley
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242666
Katerina Anne Kimmorley is a financial adviser based in Southport, Queensland, with 34 years of experience in the financial services industry. Katerina is currently authorised under Alliance Wealth Pty Ltd. Katerina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Planning from FPA Australia. Katerina is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Planning
FPA Australia
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2014
Self Managed Superannuation Funds Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2022
Economic and Legal Context for Financial Planning Course (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
2023
Insurance Advice Course (FPC004)
Kaplan Higher Education
Registration History
MAGNITUDE GROUP PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register